VG S&P 500

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714.5050.15% ( -1.085 )
Trading: Oct 12, 14:32:00 (EDT)
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  • S
    StockMarket.News

    The S&P 500 has now gone more than 1,000 straight trading sessions without a new 52-week low, per Seeking Alpha

    That ranks as the sixth-longest streak on record, and it lands on the bull market's fourth birthday. The run started from the Oct 12, 2022 closing low of 3,577

    Since then the index has punched through 5,000, 6,000, and 7,000 and set a record close of 7,818.93 on Oct 6, about 119% above that low

    It is doing it with the 10-year Treasury yield touching 5.36% last week, the highest since April 2002, and still sitting above 5.2%

    Most bull markets crack when long rates rip like this. This one keeps grinding higher because earnings and AI spending are doing the heavy lifting, but with yields and valuations both this elevated the market has very little cushion if growth stumbles

    Source: StockMarket.News

    图片 1,共 1 张
  • S
    StockMarket.News

    $Moderna(MRNA.US) is now the best performing stock in the S&P 500 this year, up more than 660% in 2026

    That puts a COVID vaccine maker ahead of every AI name in the index, including $Sandisk(SNDK.US) at roughly +566% and $Dell Tech(DELL.US) at roughly +370%. The S&P 500 itself is up about 14%

    The run took off on Aug 19, when $Moderna(MRNA.US) and $Merck(MRK.US) said their personalized mRNA cancer vaccine delayed the return or spread of melanoma in a Phase 3 trial. Back in mid-August the stock was still down close to 90% from its pandemic high

    Last week added two more catalysts. $Moderna(MRNA.US) rejoined the Nasdaq-100, replacing $Warner Bros. Discovery(WBD.US), and the NYT reported the NIH is planning a public-private push to speed up cancer vaccines. Shares gained 18% on the week and closed at their highest level in more than four years

    Full trial data is due Oct 24, and the companies are preparing for regulatory approval next year

    The S&P 500's top performer is a science bet, not an AI trade. Most of this move is priced on data nobody outside $Moderna(MRNA.US) and $Merck(MRK.US) has seen yet, so Oct 24 is when the market finds out whether this is a real oncology platform or a stock that ran too far ahead of the evidence

    Source: StockMarket.News

    图片 1,共 1 张
  • G
    Gary Black Tracker

    U.S. stocks edged higher as solid earnings prospects from banks and AI firms this week largely offset increased Middle East risks driven by Houthi militant strikes against Saudi Arabia, driving brent crude to $105/bbl. The 10-year treasury yield was unchanged at 5.24% given today’s U.S. bank holiday. Bitcoin, gold and silver fell modestly; chip stocks were mixed.

    This week we get Sept CPI and Fed Chair Warsh speaks at the IMF-World Bank event for central bankers in Bangkok on Friday. S&P 2026 EPS estimates of $367 (+32% YoY) imply a 21.3x P/E and inverted 4.7% earnings yield versus Treasuries—echoing the late-1990s—though yields may ease if Iran tensions ease. We remain cautious on $Tesla(TSLA.US) given its stretched valuation, negative long-term earnings revisions trend, and the expected commoditization of autonomous driving technology.

  • V
    Vt3

    📌🇸🇬 So I am right bouncing 🏀 right back b4 the next factsheet

    C
    Captain's Watch
    Featured☕️ [Task Coins Giveaway] Daily Market Talk — SpaceX's $8B Spectrum Deal Sinks Telcos

    SpaceX is paying about $8B for nationwide spectrum, and US telcos got repriced in one session: AT&T -9.8%, T-Mobile -13%. At home, the banks are bouncing after last week's 5% STI slide. Let's dig in 👇...

  • T
    The

    SpaceX rises out of other US Stocks due to buying Grain Management’s 800MHz licenses. But o disagree to take Starlink Mobile to the ground. Besides SpaceX, Dow Jones Industrial Average, S&P 500, Nasdaq, American Tower, and Crown Castle also increase.

    Local Straits Times and banks’ stocks go up.

    Hong Kong stocks Hang Seng Index, Baba, and Xiaomi rise.

    C
    Captain's Watch
    Featured☕️ [Task Coins Giveaway] Daily Market Talk — SpaceX's $8B Spectrum Deal Sinks Telcos

    SpaceX is paying about $8B for nationwide spectrum, and US telcos got repriced in one session: AT&T -9.8%, T-Mobile -13%. At home, the banks are bouncing after last week's 5% STI slide. Let's dig in 👇...

  • N
    NewUser_ThinkSwim

    Generally investors would be worried about the high debt or usage of debt to make the growth of companies which is one of the topics in the news recently. As earnings are upcoming, the weeks ahead will be volatile for all companies. The companies with high free cash flow and low operating costs will be favoured and those with negative cashflow may correct downwards even more than those consistent steady companies.

    C
    Captain's Watch
    Featured☕️ [Task Coins Giveaway] Daily Market Talk — SpaceX's $8B Spectrum Deal Sinks Telcos

    SpaceX is paying about $8B for nationwide spectrum, and US telcos got repriced in one session: AT&T -9.8%, T-Mobile -13%. At home, the banks are bouncing after last week's 5% STI slide. Let's dig in 👇...

  • L
    LazyCat

    The disruption to Telco by SpaceX is not a don't deal and the market is already selling down the Telcos. If the likelihood of spaceX succeeding is high or certain, this price movement is the clearest indication of how market expectations. If not, it's just a matter of selling on rumour to wash out the unsteady hands.

    C
    Captain's Watch
    Featured☕️ [Task Coins Giveaway] Daily Market Talk — SpaceX's $8B Spectrum Deal Sinks Telcos

    SpaceX is paying about $8B for nationwide spectrum, and US telcos got repriced in one session: AT&T -9.8%, T-Mobile -13%. At home, the banks are bouncing after last week's 5% STI slide. Let's dig in 👇...

  • V
    Vt3

    📌🇺🇸 Few stocks worth watching later !

    C
    Captain's Watch
    Featured☕️ [Task Coins Giveaway] Daily Market Talk — SpaceX's $8B Spectrum Deal Sinks Telcos

    SpaceX is paying about $8B for nationwide spectrum, and US telcos got repriced in one session: AT&T -9.8%, T-Mobile -13%. At home, the banks are bouncing after last week's 5% STI slide. Let's dig in 👇...

  • F
    Fattycat

    The Singapore government appears keen to support mid and small-cap stocks.

    Over recent years I have noticed that MAS and MOF have rolled out several targeted measures. Their aim was to address the structural valuation discounts and poor liquidity on our local exchange. And they focus falls heavily on mid and small-cap counters. 🤔

    Measures include capital injections under the Equity Market Development Programme or EQDP, plus grants for liquidity and research coverage.

    Could now be the time to consider small to mid -cap stocks?

    Screen shot from CNA finance news.

    Commentary: Liquidity fix for small and mid-caps on SGX requires more to be done
    C
    Captain's Watch
    Featured☕️ [Task Coins Giveaway] Daily Market Talk — SpaceX's $8B Spectrum Deal Sinks Telcos

    SpaceX is paying about $8B for nationwide spectrum, and US telcos got repriced in one session: AT&T -9.8%, T-Mobile -13%. At home, the banks are bouncing after last week's 5% STI slide. Let's dig in 👇...

  • R
    relf

    Interesting news from SpaceX. Looks a lot of legacy names have the potential to be disrupted by new technological developments. AI infra stocks will like such news.

    C
    Captain's Watch
    Featured☕️ [Task Coins Giveaway] Daily Market Talk — SpaceX's $8B Spectrum Deal Sinks Telcos

    SpaceX is paying about $8B for nationwide spectrum, and US telcos got repriced in one session: AT&T -9.8%, T-Mobile -13%. At home, the banks are bouncing after last week's 5% STI slide. Let's dig in 👇...